Chris Vetrano

VP of Operations, ELEVON WEALTH MANAGEMENT
BRANCH OPERATIONS MANAGER, RJFS

Operating on behalf of clients and advisors

This role proactively supports the advisors throughout the entirety of the transition striving to provide consistent, efficient, high-quality client service.

Our client associates maintain extensive contact with internal operations staff, service providers and clients to proactively address day-to-day account related transactions and responding timely to client inquiries. 

 

  • 15 years of experience in the financial services industry
  • Holds his Series 7 and Series 66 securities registrations and CA insurance license
  • Has worked with Ian Rosenfield since 2008
  • A Bay Area native, he lives in the Pacific Heights district of San Francisco
  • His enthusiasm for adventure includes travel, the outdoors, and exercise

I help to ensure that all facets of onboarding clients and their day to day needs are completed with the least amount of disruption and the highest level of satisfaction.